Portfolio Health Assessment - (27th October 2025 - 31st October 2025)

Portfolio Links

Model 1 Performance     (To know more about it click here)

Model 3 Performance    (To know more about it click here)     

Nifty Future Long-Short Strategy Performance   (To know more about it click here)

Weekly Portfolio Performance Chart

Equity Markets:

The Indian stock market experienced a volatile week from October 27 to 31, 2025, closing marginally lower amid global uncertainties, including the US Federal Reserve's rate decision and trade developments, despite an initial rally driven by positive US-China trade cues. The Nifty 50 ended the week down.

Key Market Triggers

US Federal Reserve Rate Cut:

• The Fed delivered a 25 basis point rate cut to 3.75-4.00% on October 29, as widely expected​
• Fed Chair Jerome Powell indicated this might be the last rate cut of 2025, dampening hopes for December easing​
• The cautious tone on future cuts triggered selling in global markets, including India

Crude Oil Prices:

• Brent crude declined during the week, trading around $63.90-64.53 per barrel on October 30-31​
• Lower oil prices benefited Indian oil marketing companies and eased inflation concerns​
• October saw overall crude prices falling 2.23%, with Brent down to $63.90 from $65.36
  
  

Weekly recap:

The Bank Nifty Index has outperformed the Nifty Index and the Nifty IT index has underperformed the Nifty Index this week.

This week, Nifty Midcap 100 Index is up +1.00 percent.

The Nifty Index is down -0.28 percent.

Key Levels for the Nifty Index Daily Timeframe

20   EMA - 25594

50   DMA - 25154

200 DMA - 24327

Nifty Weekly Timeframe Levels

Open - 25843.20

Low -   25711.20

High -  26097.85

Close - 25722.10

Nifty closed above 50 DMA, 200 DMA and 20 EMA suggesting up trend in the Nifty Index.

Model 1 & Model 3

This week, Model 1 is up +2.33 percent and Model 3 is up +2.09 percent. 

Model 1 has outperformed the Index by +2.61 percent and Model 3 has outperformed the Index by +1.09 percent.

Nifty Long-Short

The Long-Short strategy for the Nifty Index has returned a negative result of -0.40 percent this week.

Next Week Update

The Nifty Long-Short Strategy's current position is Short.

Long-term Performance Summary

Monthly Performance Summary of Models

*After brokerage and taxes, returns are determined at the performed deals.

In October 2025, Models 1 and 3 returned +4.60 percent, and +8.50 percent respectively, compared to the Nifty 50 Index's +4.50 percent return.

In October 2025, the Nifty Long-Short is up +6.50 percent.

For the Year 2024 Model 1, 3 and Nifty Long Short returned +25%, +45%, and +76% respectively, compared to the Nifty 50 Index's return of +9%. 

For Financial Year 2024-2025 Model 1, 3 and Nifty Long Short returned -2.75%, +10.33% and +147.49% respectively, compared to the Nifty 50 Index's return of +5.34%.

 

Year To Date - 2025

Models 1 and 3 returned -18.34 percent and -1.06 percent respectively, compared to Nifty's +8.79 percent return for 2025.

The Nifty Long-Short year-to-date return (from January 1, 2025) is now +52.53 percent, compared to the Index's +8.79 percent.

Summary since inception

Since its debut, Model 1 has increased by 224 percent. The Nifty index has risen by 138 percent  over the same time span.

Since its debut, the Nifty long-short strategy has increased by 719 percent on the capital and 1331 percent on the margin money.

Model 1 has been operational since July 13, 2020, whereas the Index Long-Short strategy has been operational since August 14, 2020. 

Since the inception, Model 3 is up +147%, compared to 118% for the Nifty Midcap Index. 

Model 3 has been operational since July 12th, 2021.

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